Senior Business Analyst, Wealth and Brokerage Accounting

Myticas Consulting Inc.; Toronto; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Myticas Consulting Inc. is assisting a confidential Toronto-based client in recruiting two Senior Business Analysts to support a large-scale migration of a wealth management legacy platform to a new vendor solution.

This hybrid role requires three days onsite per week in Toronto, with travel to the office as needed. The successful candidates will define business requirements and support accurate, compliant business and financial outcomes throughout the transformation, collaborating with

Qualifications

• Experience with CIRO requirements and CIRO audits.
• Experience preparing or supporting monthly financial reports.
• Strong experience with trial balances.
• Knowledge of general ledger processes and accounting controls.
• Experience with accounting operations and financial reporting.
• Experience supporting finance transformation initiatives.
• Direct brokerage accounting experience.

Responsibilities

• Support the migration from a legacy wealth management platform to a new vendor solution.
• Define and document business and financial requirements.
• Support accurate and compliant accounting and financial-reporting outcomes.
• Work with business, finance and delivery stakeholders throughout the transformation.
• Assist with validation and testing activities related to brokerage books and records.

Skills

CIRO requirements

CIRO audits

Monthly financial reports

Trial balances

General ledger

Accounting controls

Finance transformation

Brokerage accounting

Job description

Our confidential Toronto-based client is seeking two Senior Business Analysts to support the migration of a large-scale Canadian wealth management legacy platform to a new vendor solution. This is a hybrid role requiring onsite attendance in Toronto three days per week.

The successful candidates will define business requirements and support the delivery of accurate, compliant business and financial outcomes throughout the transformation.

Contract Details

• Location: Toronto, Ontario
• Work model: Hybrid, three days onsite per week
• Candidates may be located outside Toronto or Canada but must be able to travel to the Toronto office three days per week. Preference will be given to candidates who can commute locally.

Responsibilities

• Support the migration from a legacy wealth management platform to a new vendor solution.
• Define and document business and financial requirements.
• Support accurate and compliant accounting and financial-reporting outcomes.
• Work with business, finance and delivery stakeholders throughout the transformation.
• Assist with validation and testing activities related to brokerage books and records.

Required Qualifications

• Experience with CIRO requirements and CIRO audits.
• Experience preparing or supporting monthly financial reports.
• Strong experience with trial balances.
• Knowledge of general ledger processes and accounting controls.
• Experience with accounting operations and financial reporting.
• Experience supporting finance transformation initiatives.
• Direct brokerage accounting experience.

Nice to Have

• Experience testing a brokerage Book of Records.
• Experience supporting large-scale wealth management platform migrations.